AI Dela generative agent for BOE Drafting-Review-Update (Epic)
Feature Request: AI Dela Generative Agent for BOE Drafting, Review, and Update
Summary:
Introduce an AI-powered assistant (Dela) in BOE Pro that reviews, summarizes, and improves BOE text, validates estimates, and supports interactive, context-...
Feature Request: Missed Workflow Due Date Notifications Summary: Enable automated notifications when workflow step due dates are missed, sending alerts via email and activity feed to Proposal Managers (proposal owners and RAM admins) and the user ...
Feature Request: Configurable Access to Win/Lose Home Dashboard Summary: Introduce configurable access controls for the Win/Lose Home dashboard so that administrators can restrict visibility by role, user group, or individual user. This ensures th...
Currently, if a child group needs to be moved under a different Parent group, the entire row must be deleted and it has to be rebuilt again under the new Parent group. It would be helpful if all of the existing fields did not have to be deleted. A...
about 4 years ago
in ProPricer 9
0
Future consideration
I'd like to be able to define a list of columns that I want to see for a given screen (Proposal Inputs, Libraries like Resource Sets, and Materials) and save that selection with a name to choose from a defined list by Admins or User created. Furth...
about 4 years ago
in ProPricer 9
0
Future consideration
Automatically unlock Proposal and BOE when changes are synced from Contractor Edition
Feature Request: Automatic Unlocking of Proposals and BOEs on Contractor Edition Sync Summary: Enable the system to automatically unlock associated Proposals and BOEs whenever changes are synced from Contractor Edition. This ensures that synced up...
Feature Request: Section List View Usability Enhancements Summary: Improve the Section List View to make it easier and faster for users to navigate, understand, and manage large sets of sections. The enhancements should focus on clarity, discovera...
Feature Request: Unlock Proposal from Multiple UI Entry Points Summary: Add the ability to unlock a proposal directly from both the breadcrumb and the proposal hover menu. This provides users with quick, context-sensitive access to unlock actions ...
Feature Request: BOE Activity Feed Updates for Variable Changes Summary: Add automated activity feed entries to each impacted BOE whenever a variable in proposal properties is changed. The entry should clearly indicate that a variable used in the ...